Wealth Management

How to Protect Your Wealth from Inflation and Achieve Financial Freedom

Financial Advice, Financial Planning, Wealth Management / By

Imagine you’re at a dinner party. You’re catching up with old friends, and the conversation turns to investments. You listen as one friend, Sarah, shares how she’s diligently saved her money over the years, keeping most of it in safe, low-risk deposit accounts. Sarah feels secure, knowing her hard-earned money is untouched, slowly growing with […]

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Why you need to plot your lifestyle ambitions before deciding on the level of investment risk

Financial Advice, Financial Planning, Wealth Management / By

During my career in financial planning, I have found that many investors take far more risk with their money than they need to. This often leads to tears because they have invested in poor-performing or risky investments.   Financial advisers need to complete an investment risk analysis before that client invests their money as part

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Evidence-Based Model Portfolio Management: Simplified for Everyone

Financial Advice, Wealth Management / By

In today’s complex financial landscape, managing investments wisely is crucial. Yet, for many, the world of portfolio management can seem daunting and filled with jargon. Fear not! Let’s demystify one practical approach: Evidence-Based Model Portfolio Management. What is Evidence-Based Model Portfolio Management? At its core, Evidence-Based Model Portfolio Management is about making informed investment decisions

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Rethinking Retirement: How the Concept Has Evolved and How We Help Our Clients Plan and Prepare

Financial Planning, Wealth Management / By

Retirement has long been considered the golden years of one’s life, a period to enjoy the fruits of decades of hard work. However, as our society, economy, and individual expectations have evolved, so has the retirement concept. In this blog post, we will explore the changing landscape of retirement and share how I help our

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Do investment providers need to adapt their language to reach more women?

Wealth Management / By

New research has found that there is a £15bn gap between the value of investments made by millennial and generation X women and men. This suggests that investment providers are failing to connect with a female audience. The research, carried out by research fim Kantar TNS, found that women aged between 21 and 53 hold

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